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Belpointe Asset Management’s Broadwind BWEN Stock Holding History

Belpointe Asset Management’s Portfolio BWEN Stock Details BWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,400
Closed -$5.38K – 971
2023
Q1 		$5.38K Buy
+1,400
New +$5.96K ﹤0.01% 2990

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QOP
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Dimensional Fund Advisors
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WVP
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EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Belpointe Asset Management's BWEN Position: Q2 2023 in Review

Belpointe Asset Management sold out of Broadwind (BWEN) in Q2 2023, closing a stake of 1,400 shares — an estimated $5.38K sold.

Belpointe Asset Management first reported a position in BWEN in Q1 2023 and held it in 1 quarter. The position peaked at $5.38K in Q1 2023. 54 funds tracked by Wall St. Rank hold BWEN as of Q2 2023.

  • Belpointe Asset Management reported no remaining Broadwind position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,400 Broadwind shares in Q2 2023, an estimated $5.38K.
  • Belpointe Asset Management first reported a position in Broadwind in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Broadwind position peaked at $5.38K in Q1 2023.
  • 54 funds tracked by Wall St. Rank held Broadwind as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.